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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $6,963 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $2,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,609 | $50,919+7.2% | $155,556-64.9% | $77,762-29.8% |
| Participation rate | 69.8% | 63.1%+6.7pp | 78.2%-8.5pp | 70.6%-0.8pp |
| Annual return | 13.31% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-18.0pp |
| Employer contribution / active EE | $1,571 | $1,991-21.1% | $4,675-66.4% | $2,728-42.4% |
| Participant deferral / active EE | $3,054 | $2,824+8.1% | $5,631-45.8% | $4,651-34.3% |
| Admin fee / account holder | $195 | $437-55.4% | $15,885-98.8% | $433-55.0% |